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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-02-03
FL RA APPROVED 2023-02-01
  • TX RA
    APPROVED
    Since 2023-02-03
  • FL RA
    APPROVED
    Since 2023-02-01

Branch Locations

4501 W Lake Mary Blvd, Lake Mary, FL 32746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 10/2022 Present
Gailey Enterprises Real Estate Jacksonville FL 07/2020 10/2022
Lance Atwood State Farm Jacksonville FL 09/2020 01/2021
Sage College Of Albany Albany NY 08/2018 05/2020
Lance Atwood State Farm Jacksonville FL 05/2019 08/2019
Florida State College Of Jacksonville Jacksonville FL 03/2016 05/2018
Bank Of America, N.A. Jacksonville FL 01/2023 Present
  • 10/2022 → Present
    Jacksonville, FL
  • 07/2020 → 10/2022
    Gailey Enterprises Real Estate
    Jacksonville, FL
  • 09/2020 → 01/2021
    Lance Atwood State Farm
    Jacksonville, FL
  • 08/2018 → 05/2020
    Sage College Of Albany
    Albany, NY
  • 05/2019 → 08/2019
    Lance Atwood State Farm
    Jacksonville, FL
  • 03/2016 → 05/2018
    Florida State College Of Jacksonville
    Jacksonville, FL
  • 01/2023 → Present
    Bank Of America, N.A.
    Jacksonville, FL
Other Businesses

I*1068294 For profit or not for profit: Entity For Profit Name of outside business organization: JML Land Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["Limited Liability Company"] Position, title, association: ["Employee"], Start date of relationship: 11/1/2021 Number of hours devoted: 10 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , It is a land flipping company, after office hours I do market research and answer calls to negotiate land deals (admin work). I am the point of contact for all the business activities but all will be done after work. The company is a family company

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-26
  • S66 Uniform Combined State Law Examination
    2023-01-26

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